Finance template

This template supports portfolio tracking, tax documentation, blockchain activity, and audit-friendly narratives. It pairs human-readable notes with structured frontmatter where imports or tooling expect consistent fields.

Target audience

• Individuals and small firms reconciling on-chain and off-chain positions
• Tax preparers receiving event summaries without raw keys or full wallet dumps
• Anyone who wants thesis, positions, transactions, and quarterly reports linked in one vault

Folder layout

Security: Never store seed phrases, private keys, or exchange passwords here. Use wallet_address and tx_hash as public references only. Sample data in this template is fictional.